Keep marketing analysts' lead spreadsheet up to date

Marketing analysts miss B2C contacts on the leads board, creating gaps in monthly source reporting. This records each lead with year and month, ensuring complete, date-broken source data for segmentation.

Overview

Missed B2C contacts create blind spots in monthly source reporting and muddle campaign attribution. This workflow captures every new contact with year/month context into your analysis spreadsheet, giving marketing analysts complete, date-broken source data and reducing manual cleanup.

Notable Features

Record every B2C contact row
Populate year and month columns
Flag duplicates before creating rows